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Showing 91 - 100 of 14709 results for "Client"

What retiree portfolios need to avoid future cost-of-living crises

ANDREW MCKEAN  |  MONDAY, 29 APR 2024
The key to a "successful investment strategy" is the ability to generate returns over the long term and managing inflation is an important piece of the strategy, says a Challenger report. Investments much achieve a real rate of return that not only ...

AFM Investment Partners brings new feeder fund to Australia

ELIZA BAVIN  |  MONDAY, 29 APR 2024
German renewable infrastructure specialist KGAL Real Investments has joined forces with AFM Investment Partners to bring Australian investors access to two impact funds. The feeder fund will give Australian investors access to KGAL's two impact funds ...

Schroders chief flags retirement

ANDREW MCKEAN  |  FRIDAY, 26 APR 2024
Schroders group chief executive Peter Harrison will retire next year, but he'll continue to serve as a director while the firm searches for his successor. Harrison joined Schroders in March 2013, serving as global head of investments before becoming ...

Adviser fakes exam certificate, cops ASIC ban

KARREN VERGARA  |  FRIDAY, 26 APR 2024
ASIC has slapped a permanent ban on a financial adviser who doctored her exam certificate and continued to provide advice without the proper qualifications. Adele Baaini, while working as a representative for licensee AAN Wealth Management, has been ...

Sequoia chief's job at stake in upcoming EGM

ANDREW MCKEAN  |  FRIDAY, 26 APR 2024
Sequoia Financial Group will hold an Extraordinary General Meeting (EGM) in June that will consider a resolution to remove chief executive and managing director Garry Crole. Sequoia was earlier this month informed by a group of shareholders, that collectively ...

Platinum announces strategic review

ELIZA BAVIN  |  FRIDAY, 26 APR 2024
Platinum Asset Management said it would be undertaking a strategic review of both Platinum Capital (PMC) and Platinum Asia Investments (PAI). Platinum said the boards of both PMC and PAI have noticed a trend away from close-ended investment vehicles ...

Link shareholders approve takeover

ELIZA BAVIN  |  FRIDAY, 26 APR 2024
Link Group shareholders have voted in favour of the proposed acquisition by MUFG's subsidiary Mitsubishi UFJ Trust & Banking Corporation (The Trust Bank). MUFG made the $1.2 billion takeover bid in December last year. MUFG will pay $2.26 cash for every ...

How to win in today's wealth management industry: EY

ANDREW MCKEAN  |  WEDNESDAY, 24 APR 2024
... age of personalisation." "Firms that can clear that bar and differentiate themselves strongly will benefit in terms of client acquisition, development, and retention," the report said. "The challenge is to deliver exceptional tailoring to high-net-worth ...

Fund managers nervously await 'golden visa' reforms

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... offer an array of SIV-compliant products. Wealth management firms such as Ord Minnett have a dedicated unit servicing this client base. KPMG Asia Pacific immigration leader Mark Wright told Financial Standard that the visa technically has not been cancelled. ...

FSC expands financial advice membership

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
The Financial Services Council (FSC) is expanding its remit into the financial advice sector by adding six licensees to its network of members. Count, Fortnum Private Wealth, Infocus, Otivo, Rhombus Advisory, and WT Financial Group have joined FSC's ...